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UnitedHealth

3,122 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 333 funds opening new positions, 1,255 increasing their positions, 1,308 reducing their positions, and 298 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 3,1533,122 (-31)

4% less repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,308

4.25% less ownership

Funds ownership: 85.14%80.88% (-4.3%)

Holders
3,122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.6B
Puts
$20.7B
Net Calls
Net Calls Change

Top Buyers

1 +$2.52B
2 +$1.19B
3 +$603M
4
SG Americas Securities
SG Americas Securities
New York
+$497M
5
Bessemer Group
Bessemer Group
New Jersey
+$380M

Top Sellers

1 -$2.66B
2 -$1.3B
3 -$1.07B
4
AL
Appaloosa LP
New Jersey
-$776M
5
ClearBridge Investments
ClearBridge Investments
New York
-$702M
Name Holding Trade Value Shares
Change
Change in
Stake
AGC
1501
Aspen Grove Capital
Colorado
$1.54M
NWMG
1502
Nicholson Wealth Management Group
South Carolina
$1.54M
CCM
1503
Cox Capital Management
Massachusetts
$1.54M
FP
1504
Financial Perspectives
Minnesota
$1.53M
AF
1505
Apexium Financial
Texas
$1.53M
SWP
1506
Strategic Wealth Partners
Ohio
$1.53M
RSWM
1507
Robertson Stephens Wealth Management
California
$1.53M
ZIG
1508
Zuckerman Investment Group
Illinois
$1.53M
DAM
1509
Deltec Asset Management
New York
$1.53M
GS
1510
GTS Securities
New York
$1.53M
AA
1511
Armis Advisers
Georgia
$1.52M
CIA
1512
Cladis Investment Advisory
Montana
$1.52M
FI
1513
Finivi Inc
Massachusetts
$1.52M
ZBNA
1514
Zions Bancorporation, National Association
Utah
$1.52M
MFS
1515
Monetta Financial Services
Illinois
$1.52M
JIM
1516
Jensen Investment Management
Oregon
$1.51M
RIA
1517
Regal Investment Advisors
Michigan
$1.51M
DWAM
1518
Duncan Williams Asset Management
Tennessee
$1.51M
OL
1519
Optas LLC
Texas
$1.5M
BA
1520
Bridgewater Advisors
New York
$1.49M
PFA
1521
Professional Financial Advisors
Nebraska
$1.49M
SP
1522
SWS Partners
Ohio
$1.49M
SFS
1523
Strategic Financial Services
New York
$1.49M
Financial Engines Advisors
1524
Financial Engines Advisors
California
$1.49M
CFG
1525
Cooper Financial Group
California
$1.49M